+103.0%
CSCO vs IBIT
+39.4%
+63.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.5% | -2.7% | -5.8% |
| 7D | +1.9% | -9.2% | +11.1% | +3.0% |
| 30D | -15.8% | -15.8% | -0.1% | -14.2% |
| 3M | -15.4% | +8.5% | -23.9% | -16.1% |
| 6M | -5.4% | -13.7% | +8.3% | -4.1% |
| YTD | +26.5% | -21.6% | +48.0% | +28.6% |
| 1Y | +25.9% | -30.0% | +55.8% | +29.3% |
| All | +103.0% | +39.4% | +63.6% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IBIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling